LeadConnector + Planpoint

LeadConnector + Planpoint integrations

Create opportunities in LeadConnector from new leads in Planpoint

Stay on top of your business dealings with this intuitive workflow. Whenever a new lead is detected in Planpoint, it updates or creates a new opportunity in LeadConnector. This automation ensures you're always ready to make the most of every potential customer, enhancing your efficiency and turning your lead management into a seamless process.

When this happens...
New LeadTriggers when a new lead signed up. Leave project empty to trigger across all projects in your account.
TriggerPolling
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Planpoint and LeadConnector

Discover other triggers and actions you can use with Planpoint and LeadConnector

- Project
  Required
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Project
- Group
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It

- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
Action
Write

- Name
  Required
- Address
  Required
- Type
  Required
- Plan Size
  Required
Action
Write
- Project
  Required
Action
Write
- Group
  Required
- Name
- Namespace
- Host Name
- Address
- Longitude
- Latitude
Action
Write
- Project
  Required
- Name
- Bedrooms
- Square Feet
- Price
- Unit Price TBD
- Availability
- Embed Code
- Parking
- Bathrooms
- Orientation
- Available from
- Description
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Project
  Required
- Floor
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Name
  Required
- Namespace
  Required
- Host Name
  Required
- Address
- Longitude
- Latitude
Action
Write
- Project
  Required
- Name
  Required
- Bedrooms
  Required
- Square Feet
  Required
- Price
- Unit Price TBD
- Availability
  Required
- Embed Code
- Parking
- Bathrooms
- Orientation
- Available from
- Description
Action
Write
- Project
  Required
- Floor
  Required
- Name
  Required
Action
Write
- Project
  Required
- Name
- Show Inclusions
- Show Bathrooms
- Show Parking
- Show Orientation
- Show Availability
- Hide Sold
- Show Prices
- Show Floor Overview
- Prices Starting At
- Show Price Filter
- Show Area Filter
- Show Unit Description
- Show Taxes
- Price Before Tax
- Enable Forms
- Delivery Dates
- Send forms to
- Forms Subject
- Forms From Name
- Forms Message
- Namespace
- Host Name
- Show Unit Finishes
- Address
- Longitude
- Latitude
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About Planpoint

Planpoint is a floor plan SaaS for real estate developers and marketers to showcase plans, availabilities, and more via embeddable viewers on their websites.

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Related categories

Website & App Building

Related Zap Templates

Create and manage LeadConnector contacts from new Planpoint leads

Related Zap Templates

Create and manage LeadConnector contacts from new Planpoint leads